MATHEMATICAL LITERACY - NATIONAL CURRICULUM STATEMENT GRADES 10-12 (GENERAL) SUBJECT ASSESSMENT GUIDELINES - SEPTEMBER 2005
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NATIONAL CURRICULUM STATEMENT GRADES 10-12 (GENERAL) SUBJECT ASSESSMENT GUIDELINES MATHEMATICAL LITERACY SEPTEMBER 2005
PREFACE TO SUBJECT ASSESSMENT GUIDELINES Dear Teacher The Department of Education has developed and published Subject Assessment Guidelines for all 29 subjects of the National Curriculum Statement (NCS). These Assessment Guidelines should be read in conjunction with the relevant Subject Statements and Learning Programme Guidelines. Writing Teams established from nominees of the nine provincial education departments and the teacher unions formulated the Subject Assessment Guidelines. The draft copies of the Subject Assessment Guidelines developed by the Writing Teams were sent to a wide range of readers, whose advice and suggestions were considered in refining these Guidelines. The Subject Assessment Guidelines published in September 2005 are intended to provide clear guidance on assessment in Grades 10 – 12 from 2006. However, it is important that they are field-tested. This will happen during 2006 and in the first half of 2007. The Subject Assessment Guidelines will then be amended and become policy from January 2008. The Department of Education wishes you success in the teaching of the National Curriculum Statement. Penny Vinjevold Deputy Director General: Further Education and Training
CONTENTS SECTION 1: PURPOSE OF THE SUBJECT ASSESSMENT GUIDELINES 1 SECTION 2: ASSESSMENT IN THE NATIONAL CURRICULUM STATEMENT 1 SECTION 3: ASSESSMENT OF MATHEMATICAL LITERACY IN GRADES 10 – 12 7 APPENDICES 17
1. PURPOSE OF THE SUBJECT ASSESSMENT GUIDELINES This document provides guidelines for assessment in the National Curriculum Statement Grades 10 - 12 (General). The guidelines must be read in conjunction with The National Senior Certificate: A Qualification at Level 4 on the National Qualifications Framework (NQF) and the relevant Subject Statements. The Subject Assessment Guidelines will be used for Grades 10 – 12 from 2006 to 2010. Section 2 of this document provides guidelines on assessment in the National Curriculum Statement. Section 3 provides assessment guidelines that are particular to each subject. The Department of Education will regularly publish examples of good assessment tasks and examinations. The first examples will be published on the Department of Education website in October 2005. Together, these documents assist teachers in their teaching of the National Curriculum Statement. The Department of Education encourages teachers to use these guidelines as they prepare to teach the National Curriculum Statement. Teachers should also use every available opportunity to hone their assessment skills. These skills relate both to the setting and marking of assessment tasks. 2. ASSESSMENT IN THE NATIONAL CURRICULUM STATEMENT 2.1 Introduction Assessment in the National Curriculum Statement is an integral part of teaching and learning. For this reason, assessment should be part of every lesson and teachers should plan assessment activities to complement learning activities. In addition, teachers should plan a formal year-long Programme of Assessment. Together the informal daily assessment and the formal Programme of Assessment should be used to monitor learner progress through the school year. Continuous assessment through informal daily assessment and the formal Programme of Assessment should be used to: • develop learners’ knowledge, skills and values • assess learners’ strengths and weaknesses • provide additional support to learners • revisit or revise certain sections of the curriculum and • motivate and encourage learners. In Grades 10 and 11 all assessment of the National Curriculum Statement is internal. In Grade 12 the formal Programme of Assessment which counts 25% is internally set and marked and externally moderated. The remaining 75% of the final mark for certification in Grade 12 is externally set, marked and moderated. In Life Orientation however, all assessment is internal and makes up 100% of the final mark for promotion and certification. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 1
2.2 Continuous assessment Continuous assessment involves assessment activities that are undertaken throughout the year, using various kinds of assessment forms, methods and tools. In Grades 10-12 continuous assessment comprises two different but related activities: informal daily assessment and a formal Programme of Assessment. 2.2.1 Daily assessment Learner progress should be monitored during learning activities. This informal daily monitoring of progress can be done through question and answer sessions; short assessment tasks completed during the lesson by individuals, pairs or groups or homework exercises. Teachers’ lesson planning should consider which assessment tasks will be used to informally assess learner progress. Individual learners, groups of learners or teachers can mark these assessment tasks. Self-assessment, peer assessment and group assessment actively involves learners in assessment. This is important as it allows learners to learn from and reflect on their own performance. The results of the informal daily assessment tasks are not formally recorded unless the teacher wishes to do so. In such instances, a simple checklist may be used to record this assessment. However, teachers may use the learners’ performance in these assessment tasks to provide verbal or written feedback to learners, the School Management Team and parents. This is particularly important if barriers to learning or poor levels of participation are encountered. The results of these assessment tasks are not taken into account for promotion and certification purposes. 2.2.2 Programme of Assessment In addition to daily assessment, teachers should develop a year-long formal Programme of Assessment for each subject and grade. In Grades 10 and 11 the Programme of Assessment consists of tasks undertaken during the school year and an end-of-year examination. The marks allocated to assessment tasks completed during the school year will be 25%, and the end-of-year examination mark will be 75% of the total mark. In Grade 12, the Programme of Assessment consists of tasks undertaken during the school year and counts 25% of the final Grade 12 mark. The other 75% is made up of externally set assessment tasks. The marks achieved in each assessment task in the formal Programme of Assessment must be recorded and included in formal reports to parents and School Management Teams. These marks will determine if the learners in Grades 10 and 11 are promoted. In Grade 12, these marks will be submitted as the internal continuous assessment mark. Section 3 of this document provides details on the weighting of the tasks for promotion purposes. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 2
2.2.2.1 Number and forms of assessment required for Programmes of Assessment in Grades 10 and 11 The requirements for the formal Programme of Assessment for Grades 10 and 11 are summarised in Table 2.1. If a teacher wishes to add to the number of assessment tasks, he or she must motivate the changes to the head of department and the principal of the school. The teacher must provide the Programme of Assessment to the subject head and School Management Team before the start of the school year. This will be used to draw up a school assessment plan for each of the subjects in each grade. The proposed school assessment plan should be provided to learners and parents in the first week of the first term. Table 2.1: Number of assessment tasks which make up the Programme of Assessment by subject in Grades 10 and 11 SUBJECTS TERM 1 TERM 2 TERM 3 TERM 4 TOTAL Language 1: Home Language 5 5* 5 4* 19 Language 2: Choice of HL 5 5* 5 4* 19 HL or FAL FAL 4 4* 4 3* 15 Life Orientation 1 1 1 2 5 Mathematics or Maths Literacy 2 2* 2 2* 8 Subject choice 1** 2 2* 2 1* 7 Subject choice 2** 2 2* 2 1* 7 Subject choice 3 2 2* 2 1* 7 * One of these tasks must be an examination ** NOTE: If one or two of the subjects chosen for subject choices 1, 2 or 3 include a Language, the number of tasks indicated for Languages 1 and 2 at Home Language (HL) and First Additional Language (FAL) are still applicable. Learners who opt for a Second Additional Language are required to complete the same number of tasks as FAL candidates. Two of the assessment tasks for each subject except Life Orientation must be examinations. In Grades 10 and 11 these examinations should be administered in mid-year and November. These examinations should take account of the requirements set out in Section 3 of this document. They should be carefully designed and weighted to cover all the Learning Outcomes of the subject. Two of the assessment tasks for all subjects should be tests written under controlled conditions at a specified time. These tests may form one of a series of teaching and learning activities. They may require learners to use a variety of written and other resources during the assessment task. The tests should be written in the first and third terms of the year. The remainder of the assessment tasks should not be tests or examinations. They should be carefully designed tasks, which give learners opportunities to research and explore the subject in exciting and varied ways. Examples of assessment forms are debates, presentations, projects, simulations, literary essays, written reports, practical tasks, performances, exhibitions and research projects. The most appropriate forms of assessment for each subject are set out in Section 3. Care should be taken to ensure that learners cover a variety of assessment forms in the three grades. The weighting of the tasks for each subject is set out in Section 3. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 3
2.2.2.2 Number and forms of assessment required for Programme of Assessment in Grade 12 In Grade 12 all subjects include an internal assessment component, which contributes 25% to the final assessment mark. The requirements of the internal Programme of Assessment for Grades 12 are summarised in Table 2.2. If a teacher wishes to add to the number of assessment tasks, she or he must motivate the changes to the head of department and the principal of the school. Permission for this change should be obtained from the district office. The teacher must provide the Programme of Assessment to the subject head and School Management Team before the start of the school year. This will be used to draw up a school assessment plan for each of the subjects in each grade. The proposed school assessment plan should be provided to learners and parents in the first week of the first term. Table 2.2: Number of assessment tasks which make up the Programme of Assessment by subject in Grade 12 SUBJECTS TERM 1 TERM 2 TERM 3 TERM 4 TOTAL Language 1: Home Language 6 6* 5* 17 Language 2: Choice of HL 6 6* 5* 17 HL or FAL FAL 5 5* 4* 14 Life Orientation 1 2 2 5 Mathematics or Maths Literacy 3 2* 2* 7 Subject choice 1** 2 2* (2*) 3* (6#) 7 Subject choice 2** 2 2* (2*) 3* (6#) 7 Subject choice 3 2 2* (2*) 3* (6#) 7 * One of these tasks must be an examination ** NOTE: If one or two of the subjects chosen for subject choices 1, 2 or 3 include a Language, the number of tasks indicated for Languages 1 and 2 at Home Language (HL) and First Additional Language (FAL) are still applicable. Learners who opt for a Second Additional Language are required to complete the same number of tasks as FAL candidates. # The number of internal tasks per subject differs from 6 to 7 as specified in Section 3 of this document. Two of the assessment tasks for each subject except Life Orientation must be examinations. In Grade 12 these examinations should be administered in mid- year and September. These examinations should conform to the requirements set out in Section 3 of this document. They should be carefully designed and weighted to cover all the Learning Outcomes of the subject. Two of the assessment tasks for all subjects should be tests written under controlled conditions at a specified time. These tests may form one of a series of teaching and learning activities. They may require learners to use a variety of written and other resources during the assessment task. The tests should be written in the first and third terms of the year. The remainder of the assessment tasks should not be tests or examinations. They should be carefully designed tasks, which give learners opportunities to research and explore the subject in exciting and focused ways. Examples of assessment forms are debates, presentations, projects, simulations, assignments, case SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 4
studies, essays, practical tasks, performances, exhibitions and research projects. The most appropriate forms of assessment for each subject are set out in Section 3. 2.3 External assessment in Grade 12 External assessment is only applicable to Grade 12 where the final end-of-year examination is externally set and moderated. This makes up 75% of the final mark for Grade 12. In some subjects the external assessment includes practical or performance tasks that are externally set, internally assessed and externally moderated. These performance tasks account for one third of the end-of-year external examination mark in Grade 12 (that is 25% of the final mark). Details of these tasks are provided in Section 3. The external examinations are set externally, administered at schools under conditions specified in the National policy on the conduct, administration and management of the assessment of the National Senior Certificate: A qualification at Level 4 on the National Qualifications Framework (NQF) and marked externally. Guidelines for the external examinations are provided in Section 3. 2.4 Recording and reporting on the Programme of Assessment The Programme of Assessment should be recorded in the teacher’s portfolio of assessment. The following should be included in the teacher’s portfolio: • a contents page; • the formal Programme of Assessment; • the requirements of each of the assessment tasks; • the tools used for assessment for each task; and • recording sheets for each class. The learners should also maintain a portfolio of the assessment tasks that make up the Programme of Assessment. The learner’s portfolio must consist of: • a contents page; • all of the assessment tasks that make up the Programme of Assessment for each grade (including tests and examinations); • the tools used for assessment for each task; and • a record of marks achieved for each of the tasks. However, if the products of the tasks are objects which do not fit into the portfolio or are in learners’ exercise books then they should not be placed in the portfolio but be kept for moderation purposes. Teachers must report regularly and timeously to learners and parents on the progress of learners. Schools will determine the reporting mechanism but it could include written reports, parent-teacher interviews and parents’ days. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 5
Schools are required to give feedback to parents on the Programme of Assessment using a formal reporting tool. This reporting must use the following seven-point scale. RATING RATING MARKS CODE % 7 Outstanding achievement 80 – 100 6 Meritorious achievement 70 –79 5 Substantial achievement 60 – 69 4 Adequate achievement 50 – 59 3 Moderate achievement 40 – 49 2 Elementary achievement 30 – 39 1 Not achieved 0 – 29 2.5 Moderation of the assessment tasks in the Programme of Assessment Moderation of the assessment tasks should take place at three levels. LEVEL MODERATION REQUIREMENTS School The Programme of Assessment should be submitted to the subject head and School Management Team before the start of the academic year for moderation purposes. Each task which is to be used as part of the Programme of Assessment should be submitted to the subject head for moderation before learners attempt the task. The teacher and learner portfolios should be moderated twice a year by the head of the subject or her/his delegate. Cluster/ Teacher portfolios and a sample of learner portfolios must be district/ moderated twice during the first three terms. region Provincial/ Teacher portfolios and a sample of learner portfolios must be national moderated once a year. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 6
3. ASSESSMENT OF MATHEMATICAL LITERACY IN GRADES 10 –12 3.1 Learning Outcomes and Assessment Standards During the first cycle of implementation of the National Curriculum Statement referred to in Section 1.1 of this guideline, assessment in Mathematical Literacy will focus on a sub-set of the Assessment Standards. This sub-set will be referred to as the ‘core’ Assessment Standards; they are listed in Appendix 1 of this guideline document. While the external national examination of Mathematical Literacy in Grade 12 in 2008, 2009 and 2010 will be based on these Assessment Standards only, teachers who feel confident to do so are encouraged to teach to all the Assessment Standards in the Mathematical Literacy Subject Statement published by the Department of Education in 2003. 3.2 Introduction to assessment of Mathematical Literacy in Grades 10 - 12 The competencies developed through Mathematical Literacy are those that are needed by individuals to make sense of, participate in and contribute to the twenty-first century world — a world characterised by numbers, numerically based arguments and data represented and misrepresented in a number of different ways. Such competencies include the ability to reason, make decisions, solve problems, manage resources, interpret information, schedule events and use and apply technology to name but a few. Learners must be exposed to both mathematical content and real-life contexts to develop these competencies. On the one hand, mathematical content is needed to make sense of real life contexts; on the other hand, contexts determine the content that is needed. When teaching and assessing Mathematical Literacy, teachers should avoid teaching and assessing mathematical content in the absence of context. At the same time teachers must also concentrate on identifying in and extracting from the contexts the underlying mathematics or ‘content’. That is, avoid teaching and assessing contexts without being deliberate about the mathematical content. Assessment in Mathematical Literacy needs to reflect this interplay between content and context. Learners should use mathematical content to solve problems that are contextually based. An example to illustrate this interplay is given in Appendix 2. Assessment tasks should be contextually based, that is, based in real-life contexts and use real-life data, and should require learners to select and use appropriate mathematical content in order to complete the task. Some assessment tasks might more explicitly give learners the opportunity to demonstrate their ability to ‘solve equations’, ‘plot points on the Cartesian plane’ or ‘calculate statistics such a mean, median and mode for different sets of data’ while other assessment tasks might be less focused on specific SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 7
mathematical content and rather draw on a range of content to solve a single problem. Teachers need to design assessment tasks that provide learners with the opportunity to demonstrate both competence with mathematical content and the ability to make sense of real-life, everyday meaningful problems. 3.2.1 Mathematical Literacy assessment taxonomy Assessment can be pitched at different levels of cognitive demand. On one end of the spectrum are tasks that require the simple reproduction of facts while at the other end of the spectrum, tasks require detailed analysis and the use of varied and complex methods and approaches. Assessment in Mathematical Literacy is no different. To determine the level of cognitive demand at which assessment tasks are posed it is useful to use a hierarchy or taxonomy. The PISA (Programme for International Student Assessment) Assessment Framework (OECD, 2003) provides a possible taxonomy for assessment of Mathematical Literacy based on what it calls competency clusters. The TIMSS (Trends in Mathematics and Sciences Study) Assessment Framework (IEA, 2001) provides another, based on cognitive domains. Drawing on these two very similar frameworks the following taxonomy for Mathematical Literacy is proposed: Level 1: Knowing Level 2: Applying routine procedures in familiar contexts Level 3: Applying multistep procedures in a variety of contexts Level 4: Reasoning and reflecting The levels of this taxonomy are described in Appendix 3 and illustrated by means of references to an assessment task (Responsible use of paracetamol) provided in Appendix 4. 3.2.2 Mathematical Literacy assessment taxonomy, rating codes and marks The Mathematical Literacy assessment taxonomy is not intended to be linked to rating codes and/or marks in an absolute sense. However, the taxonomy does provide a tool to differentiate between learners’ performances and to award rating codes. Figure 1 suggests how a weighting of the different kinds of tasks at each level of the taxonomy could correspond to the different rating codes. It follows that a learner would not be able to achieve an Outstanding achievement rating code of 7 (80% – 100%) without having satisfied the requirements of the questions that are pitched at the reasoning and reflection level of the taxonomy. Similarly, Figure 1 also illustrates that while it may be possible to achieve a sub-minimum of 25% based on tasks that require knowing alone, learners who are awarded an Adequate achievement rating (40% – 49%) also had to successfully complete some tasks pitched at the applying routine procedures in familiar contexts level of the taxonomy. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 8
RATING MARKS MATHEMATICAL LITERACY ASSESSMENT RATING CODE % TAXONOMY Outstanding 7 80 – 100 achievement Reasoning Meritorious 6 70 – 79 and reflecting achievement Applying Substantial multi-step 5 60 – 69 achievement procedures in Moderate a variety of 4 50 – 59 Applying contexts achievement routine Adequate procedures in 3 40 – 49 familiar achievement contexts Elementary 2 30 – 39 achievement Knowing 1 Not achieved 0 – 29 Figure 1: Rating codes, marks and the Mathematical Literacy assessment taxonomy 3.3 Daily assessment in Grades 10, 11 and 12 Continuous assessment is the ongoing assessment of learning. Learners need daily feedback on their learning to monitor their progress. Teachers need daily feedback on the learning of their learners to decide on the teaching sequence and activities. Daily assessment while less formal in the sense that the ‘results’ of the assessment are not necessarily recorded, is no less important and forms an integral part of the cycle of teaching and learning. In Mathematical Literacy, daily assessment takes several forms. The review of homework tasks, responses to questions posed by the teacher and learners, the completion of mini-assignments and the presentation of solutions by learners to the class are a few of the options. Teachers may also use daily assessment to monitor progress by learners on extended assessment tasks such as projects and assignments. In such cases, the teacher might expect learners to work on their project and/or assignment in class. The teacher can view each learner’s work to get a sense of progress while at the same time offering support and assistance. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 9
3.4 Assessment in Grades 10 and 11 The Programme of Assessment for Mathematical Literacy in Grades 10 and 11 consists of eight tasks which are internally assessed. Of the eight tasks, seven tasks are completed during the school year and make up 25% of the total mark for Mathematical Literacy, the end-of-year examination is the eighth task and makes up the remaining 75%. 3.4.1 Programme of Assessment in Grades 10 and 11 Table 3.1 illustrates one possible Programme of Assessment for Mathematical Literacy that meets the requirements described in Section 2.3.1 of this document. The suggested Programme of Assessment assumes that: All of the Learning Outcomes are addressed throughout the year. The Learning Outcomes are evenly weighted in terms of time allocated to teaching and learning and assessment activities. The Assessment Standards and Learning Outcomes are integrated throughout teaching and learning and in the assessment activities. Table 3.1: Example of a Programme of Assessment for Grades 10 and 11 showing the weighting of assessment tasks CONTINUOUS ASSESSMENT (25%) EXAMINATION (75%) Term 1 Term 2 Term 3 Term 4 Assignment Assignment Research task Project (10%) (10%) (10%) (10%) Examination Grade Rubric Rubric Rubric Rubric 10 Control test Examination Control test Marking memo (15%) (30%) (15%) Marking memo Marking memo Marking memo Interview Research task Project Case study (10%) (10%) (10%) (10%) Examination Grade Marking memo Rubric Rubric Rubric 11 Control test Examination Control test Marking memo (15%) (30%) (15%) Marking memo Marking memo Marking memo 3.4.2 Tasks The different tasks listed in the Programme of Assessment are described below. Examples of each of these tasks for Mathematical Literacy in Grade 10 can be viewed at www.thutong.org.za. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 10
Control test Control tests test content under controlled exam or test conditions. Learners are expected to prepare for these tests and the content that will be tested is explicitly communicated to learners before the test. In the context of Mathematical Literacy where context plays an important role, it is quite possible for learners to be asked to bring notes on the context to the test — making it an ‘open-book’ test. Example: Having studied telephone costs and in particular the linear relationships that such costs reveal, learners could be set a test on linear functions or relationships. Since the test will be contextually based in the area of telephone costs, learners would be welcome to bring all the information they already have about telephone costs to class with them. Assignment An assignment in the context of Mathematical Literacy is a well-structured task with clear guidelines and a well-defined solution. An assignment could provide the learners with the opportunity to repeat a task that has already been done in class and/or to apply an approach or method studied in class to a new context. Both the content and contexts of the assignment are likely to be familiar to the learner. While the teacher may allocate classroom time to and supervise the completion of an assignment, parts of an assignment could also be completed by the learner in his or her own time. Example: If learners have determined the bank fees for a given bank statement based on the fee structure of an Mzansi bank account for a particular month, an assignment could ask the learner to calculate the bank fees for the same bank statement but based on the fee structure of a different kind of bank account. Research task A research task, in the context of Mathematical Literacy, involves the collection of data and/or information to solve a problem. While the problem that focuses the research task is well defined, the nature of the data collected will determine the solution to the problem. Example: To understand the impact of inflation on the costs of goods and to establish an informal sense of what the inflation rate is, a research task could ask learners to source the price of ten different household items over a period of twenty years. The research may involve learners visiting a library and looking through the newspaper advertisements in the archive or visiting a grocery store and asking the owner to look through the shop’s records. Project A project, in the context of Mathematical Literacy, is an extended task in which the learner is expected to select appropriate mathematical content to solve a context-based problem. Example: In Learning Outcome 3, learners are expected to ‘use and interpret plans’. In a project intended to give learners the opportunity to show their achievement of this Assessment Standard, learners could be set the task of building a cardboard model of a building for a given plan. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 11
Interview There are at least two kinds of interview tasks within the context of Mathematical Literacy. In the first instance, interviews play an important role in helping learners to understand the role that mathematics plays in their lives. In this case, the task requires learners to interview a person or persons about how they use mathematics or about how they perform certain operations. The product would include not only a write-up of the interview but also an analysis of the mathematics that the interview revealed. In the second instance, interviews can be used to gather data for a data activity or project. Example: Having studied the impact of hire purchase agreements on disposable income in the financial aspects of Learning Outcome 1, learners could be tasked to visit one or more shops that offer hire purchase to their clients to interview the salespeople to determine how they calculate the monthly repayment on an agreement. In another interview task, learners may be tasked to interview an artisan, such as a painter, to establish how the painter estimates the amount of paint needed for a particular job. In the write-up the learner would compare the painters estimate with their own estimate based on calculations using surface area, etc. Case study Case studies, in the context of Mathematical Literacy, require learners to monitor events and/or a situation to gather data to make predictions about the situation. Example: In the context of household budgets, learners might be asked to keep a logbook of how they spend their pocket money or on how much money the family spends on groceries. Based on the data gathered, the learners could be asked to predict the impact of an increase in interest rates or to suggest a fair increase in pocket money or salary. Debate Debates in the Mathematical Literacy classroom can provide a powerful opportunity for learners to understand how data can be both represented and misrepresented. The debate could either take place in the classroom with different learners taking opposing positions of an issue and arguing their position using numbers, data, etc. Alternatively, learners could be asked to write a narrative in which they show how the same information can be used to support opposing sides in a debate. Example: Given data on crime in the area, learners could be asked to show how different political parties could use the same data to make different observations with respect to crime. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 12
3.4.3 Examination papers for Grades 10 and 11 End-of-year examination The end of year examination papers for Grades 10 and 11 will be internally set, internally marked and internally moderated, unless otherwise instructed by provincial departments of education. The following is recommended with respect to the time allocation and number of papers in the final examination for Grades 10 and 11. One (3 hour) paper of 150 marks in Grade 10 Two (2½ hour) papers of 100 marks each in Grade 11 (see comments on Grade 12 examination papers to see how the two papers differ) An examination should: give equal weighting to the four Learning Outcomes and should attempt to examine all of the Assessment Standards determined for the grade; examine the Assessment Standards in an integrated manner; and be differentiated according to the Mathematical Literacy taxonomy (as described) with the following proportion of marks allocated to each of the levels: 30% of the marks at the knowing level, 30% of the marks at the applying routine procedures in familiar contexts level, 20% of the marks at the applying multistep procedures in a variety of contexts level, and 20% of the marks at the reasoning and reflecting level. A Mathematical Literacy examination will typically consist of five to eight questions: Question will be focused by different contexts. Each question will integrate Assessment Standards from more than one Learning Outcome. Each question will include sub-questions at each of the different levels of the Mathematical Literacy Assessment taxonomy. An example of a final Grade 10 examination paper is provided at www.thutong.org.za. Table 3.2 is a planning grid that can be used to set an examination in Mathematical Literacy. As teachers set questions so they enter the question numbers and mark allocations into the relevant blocks. When the examination paper has been set, the teacher checks that there is an appropriate balance between marks allocated to each of the levels of the taxonomy and each of the Learning Outcomes. Consider the Responsible use of paracetamol (Appendix 4) and Read all about it (Appendix 5) assessment tasks. If these tasks were to be included as examination questions in a Grade 11 examination, the teacher who is setting the examination might enter the details for these tasks into the examination planning grid as shown in Table 3.3. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 13
Table 3.2: Examination planning grid Level 1 (30%) Level 2 (30%) Level 3 (20%) Level 4 (20%) Check Applying routine Applying multistep Reasoning and Knowing procedures in procedures in a reflecting familiar contexts variety of contexts LO1 (25%) Number and operations in Context LO2 (25%) Functional Relationships LO3 (25%) Space, Shape and Measurement LO4 (25%) Data Handling Check Table 3.3: Examination planning grid with the information for the Responsible use of paracetamol and Read all about it questions entered Level 1 (30%) Level 2 (30%) Level 3 (20%) Level 4 (20%) Applying multi- Check Applying routine step procedures in Reasoning and Knowing procedures in a variety of reflecting familiar contexts contexts LO1 (25%) 1.1 (2) 2.1.2 (5) 2.3.3 (3) 2.2.2 (4) 2.4 (6) Number and 2.1.1 (6) 2.2.1 (8) Operations in Context 2.3.1 (2) 2.3.2 (4) LO2 (25%) 1.2 (4) 1.3 (2) 1.5 (6) 1.6 (4) Functional 1.4 (3) Relationships LO3 (25%) 3.1 (2) 3.2.1 (4) 3.2.3 (4) Space, Shape and 3.3.1 (6) 3.2.2 (4) 3.3.3 (8) Measurement 3.3.2 (4) 1.7 (4) 1.8 (8) LO4 (25%) Data Handling Check An examination of Table 3.3 reveals that at this stage of setting the examination more questions addressing Learning Outcome 2 and Learning Outcome 4 are still needed as well as more questions at levels 1 and 2 of the taxonomy. The teacher who is setting the examination can now develop or source questions accordingly. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 14
3.5 Assessment in Grade 12 In Grade 12, assessment consists of two components: a Programme of Assessment which makes up 25% of the total mark for Mathematical Literacy and an external examination which makes up the remaining 75%. The Programme of Assessment for Mathematical Literacy consists of seven tasks which are all internally assessed. The external examination is externally set and moderated. 3.5.1 Programme of Assessment Table 3.5 illustrates one possible assessment plan for Mathematical Literacy that meets the requirements described in Section 2.3.1 of this document. The suggested Programme of Assessment plan assumes that: All of the Learning Outcomes are addressed throughout the year. The Learning Outcomes are evenly weighted in terms of both time allocated to teaching and learning and assessment activities. The Assessment Standards and Learning Outcomes are integrated throughout teaching and learning and in the assessment activities. Table 3.4: Example of a Programme of Assessment for Grade 12 showing the weighting of assessment tasks CONTINUOUS ASSESSMENT (25%) EXAMINATION (75%) Term 1 Term 2 Term 3 Term 4 Research task Control test Debate Assignment (10%) (10%) (10%) (10%) Examination Grade Rubric Marking memo Checklist Rubric 12 Control test Examination Examination Marking memo (10%) (25%) (25%) Marking memo Marking memo Marking memo A description of the different kinds of tasks suggested in the Programme of Assessment has been provided in Section 3.4.2. 3.5.2 External assessment in Grade 12 The final end-of-year examination is nationally set, marked and moderated. External examination The external, nationally set, marked and moderated examination will: give equal weighting to the four Learning Outcomes and will examine all of the core Assessment Standards listed in Appendix 1; examine the Assessment Standards in an integrated manner; be differentiated according to Mathematical Literacy taxonomy as described with the following proportion of marks allocated to each of the levels: 30% of the marks at the knowing level, 30% of the marks at the applying routine procedures in familiar contexts level, 20% of the marks at the applying multistep procedures in a variety of contexts level, and 20% of the marks at the reasoning and reflecting level. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 15
Table 3.5 illustrates how the questions in the final Grade 12 Mathematical Literacy examination will be distributed over two papers. Table 3.5: Allocation of the Learning Outcomes and question types in the two papers Level 1 (30%) Level 2 (30%) Level 3 (20%) Level 4 (20%) Applying routine Applying multistep Reasoning and Knowing procedures in procedures in a reflecting familiar contexts variety of contexts LO1 (25%) Number and Operations in Context LO2 (25%) Paper 1 Paper 2 Functional Relationships (150 marks) (150 marks) LO3 (25%) Space, Shape Paper 1 is intended to be a basic Paper 2 is intended to be an and knowing and routine applications and reasoning and Measurement applications paper reflecting paper LO4 (25%) Data Handling The nationally set, marked and moderated examination will consist of two papers: • Paper 1 — a ‘basic knowing and routine applications paper’ that will consist of between five and eight shorter questions. • Paper 2 — an ‘applications, reasoning and reflecting’ paper that will consist of between four and six longer questions. By contrast to Paper 1 these questions will require more interpretation and application of the information provided. • All of the questions will focus on a context. • All questions will integrate Assessment Standards from more than one Learning Outcome. • All question will include sub-questions from the different levels of the Mathematical Literacy assessment taxonomy appropriate to the paper. An example of a set of Grade 12 examination papers is provided at www.thutong.org.za. 3.6 Promotion A learner must achieve a minimum of 30% (Level 2: Elementary achievement) in Mathematical Literacy for promotion at the end of Grades 10 and 11 and for certification at the end of Grade 12. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 16
APPENDIX 1: MATHEMATICAL LITERACY CORE ASSESSMENT STANDARDS FOR EXAMINATION IN GRADE 12 IN 2008, 2009 and 2010 Learning Outcome 1: Number and Operations in Context The learner is able to use knowledge of numbers and their relationships to investigate a range of different contexts which include financial aspects of personal, business and national issues. Grade 10 Grade 11 Grade 12 We know this when the learner is able to: We know this when the learner is able to: We know this when the learner is able to: 10.1.1 Solve problems in various contexts, including 11.1.1 In a variety of contexts, find ways to explore and 12.1.1 Correctly apply problem-solving and calculation financial contexts, by estimating and calculating analyse situations that are numerically based, by: skills to situations and problems dealt with. accurately using mental, written and calculator methods estimating efficiently; where appropriate, inclusive of: working with formulae by hand and with a working with simple formulae calculator; using the relationships between arithmetical showing awareness of the significance of digits; operations (including the distributive property) to checking statements and results by doing relevant simplify calculations where possible;. (NOTE: calculations. students are not expected to know the distributive property by name) (The range of problem types includes percentage, ratio, (The range of problem types includes percentage, ratio, rate and proportion). rate and proportion). 10.1.2 Relate calculated answers correctly and 11.1.2 Relate calculated answers correctly and 12.1.2 Relate calculated answers correctly and appropriately to the problem situation by: appropriately to the problem situation by: appropriately to the problem situation by: interpreting answers in terms of the context; interpreting answers in terms of the context; interpreting answers in terms of the context; reworking a problem if the first answer is not reworking a problem if the first answer is not sensible reworking a problem if the first answer is not sensible sensible, or if the initial conditions change; or if the initial conditions change; or if the initial conditions change; interpreting calculated answers logically in relation to interpreting calculated answers logically in relation to interpreting calculated answers logically in relation to the problem and communicating processes and the problem, and communicating processes and the problem and communicating processes and results. results. results. 10.1.3 Apply mathematical knowledge and skills to plan 11.1.3 Apply mathematical knowledge and skills to plan 12.1.3 Analyse and critically interpret the a variety of personal finances, inclusive of: personal finances and investigate opportunities for financial situations mathematically, inclusive of: income and expenditure; entrepreneurship inclusive of: personal and business finances; the impact of interest (simple and compound) within specifying and calculating the value of income and the effects of taxation, inflation and changing interest personal finance contexts. expenditure items; rates estimating and checking profit the effects of currency fluctuations; critical engagement with debates about socially responsible trade. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 17
Learning Outcome 2: Functional Relationships The learner is able to recognise, interpret, describe and represent various functional relationships to solve problems in real and simulated contexts. Grade 10 Grade 11 Grade 12 We know this when the learner is able to: We know this when the learner is able to: We know this when the learner is able to: 10.2.1 Work with numerical data and formulae in a 11.2.1 Work with numerical data and formulae in a 12.2.1 Work with numerical data and formulae in a variety of real-life situations: variety of real-life situations, including: variety of real-life situations, in order to: Determining output values for given input values; Finding break-even points involving linear functions solve planning problems; Determining input values for given output values; by solving simultaneous equations investigate the impact of compound change on situations. (Types of relationships to be dealt with include linear and (Types of relationships to be dealt with include linear and inverse proportion relationships) inverse proportion relationships) 10.2.2 Draw graphs (by hand and/or by means of 11.2.2 Draw graphs (by hand and/or by means of 12.2.2 Draw graphs (by hand and/or by means of technology where available) in a variety of real-life technology where available) as required by the situations technology where available) as required by the situations situations by: and problems being investigated. and problems being investigated. point-by-point plotting of data; working with formulae to establish points to plot. 10.2.3 Critically interpret tables and graphs that relate to 11.2.3 Critically interpret tables and graphs in a variety 12.2.3 Critically interpret tables and graphs in real life a variety of real-life situations by: of real-life and simulated situations by: situations including in the media, inclusive of: finding values of variables at certain points; estimating input and output values; graphs with negative values on the axes (dependant describing overall trends; variable in particular); identifying maximum and minimum points; more than one graph on a system of axes. describing trends (including in terms of rates of change). SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 18
Learning Outcome 3: Space, Shape and Measurement The learner is able to measure using appropriate instruments, to estimate and calculate physical quantities, and to interpret, describe and represent properties of and relationships between 2-dimensional shapes and 3-dimensional objects in a variety of orientations and positions. Grade 10 Grade 11 Grade 12 We know this when the learner is able to: We know this when the learner is able to: We know this when the learner is able to: 10.3.1 Solve problems in 2-dimensional and 3- 11.3.1 Solve problems in 2-dimensional and 3- 12.3.1 Solve problems in 2-dimensional and 3- dimensional contexts by: dimensional contexts by: dimensional contexts by: estimating, measuring and calculating values which estimating, measuring and calculating values which estimating, measuring and calculating values which involve: involve: involve: lengths and distances, lengths and distances, lengths and distances, perimeters and areas of common polygons and perimeters and areas of polygons, perimeters and areas of polygons, circles, volumes of right prisms and right circular volumes of right prisms, right circular cylinders, volumes of right prisms, cylinders, surface areas of right prisms, right circular checking values for solutions against the contexts in surface areas of right prisms and right circular cylinders, terms of suitability and degree of accuracy. cylinders, making adjustments to calculated values to making adjustments to calculated values to accommodate measurement errors and inaccuracies accommodate measurement errors and inaccuracies due to rounding. due to rounding. 10.3.2 Convert units of measurement within the metric 11.3.2 Convert units of measurement between different 12.3.2 Convert units of measurement between different system. scales and systems using conversion tables provided. scales and systems using conversion tables provided as required in dealing with problems. 10.3.3 Draw and interpret scale drawings of plans to 11.3.3 Use and interpret scale drawings of plans to: 12.3.3 Use and interpret scale drawings of plans to: represent and describe situations estimate and calculate values according to scale. estimate and calculate values according to scale, and build models. 10.3.4 Use grids and maps in order to determine 11.3.4 Use grids and maps, and compass directions, in 12.3.4 Use grids and maps, and compass directions, in locations and plan trips order to: order to: Determine locations; Determine locations; Describe relative positions. Describe relative positions. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 19
Learning Outcome 4: Data Handling The learner is able to collect, summarise, display and analyse data and to apply knowledge of statistics and probability to communicate, justify, predict and critically interrogate findings and draw conclusions. Grade 10 Grade 11 Grade 12 We know this when the learner is able to: We know this when the learner is able to: We know this when the learner is able to: Assessment Standard 10.4.4. is the focal Assessment Assessment Standard 11.4.4. is the focal Assessment Assessment Standard 12.4.4. is the focal Assessment Standard of LO4. The other LO4 Assessment Standards Standard of LO4. The other LO4 Assessment Standards Standard of LO4. The other LO4 Assessment Standards serve to develop the skills that will enable learners to serve to develop the skills that will enable learners to serve to develop the skills that will enable learners to achieve this one. achieve this one. achieve this one. 10.4.4 Critically interpret data and representations 11.4.4 Critically interpret data and representations 12.4.4 Critically interpret data, in order to draw thereof (with awareness of sources of error) in order to thereof (with awareness of sources of error and bias) in conclusions on problems investigated to predict trends and draw conclusions on questions investigated and to make order to draw conclusions on problems investigated and to critique other interpretations. predictions and to critique other interpretations. make predictions and to critique other interpretations. 10.4.1 Investigate situations in own life by: 11.4.1 Investigate a problem on issues such as those 12.4.1 Investigate a problem on issues such as those formulating questions on issues such as those related related to: related to: to: social, environmental and political factors; social, environmental and political factors; social, environmental and political factors, people’s opinions; people’s opinions; people’s opinions, human rights and inclusivity by: human rights and inclusivity by: human rights and inclusivity; collecting or finding data by appropriate collecting or finding data by appropriate methods collecting or finding data by appropriate methods methods (e.g. interviews, questionnaires, the use (e.g. interviews, questionnaires, the use of data (e.g. interviews, questionnaires, the use of data of data bases) suited to the purpose of drawing bases) suited to the purpose of drawing bases) suited to the purpose of drawing conclusions conclusions to the questions. conclusions to the questions. to the questions. using appropriate statistical methods; using appropriate statistical methods; selecting a representative sample from a selecting a representative sample from a population with due sensitivity to issues relating population with due sensitivity to issues relating to bias; to bias; comparing data from different sources and comparing data from different sources and samples. samples. 10.4.2 Select, justify and use a variety of methods to 11.4.2 Select, justify and use a variety of methods to 12.4.2 Select, justify and use a variety of methods to summarise and display data in statistical charts and graphs summarise and display data in statistical charts and graphs summarise and display data in statistical charts and graphs inclusive of: inclusive of: to: tallies; tallies; describe trends tables; tables; pie charts; pie charts; histograms (first grouping the data); single and compound bar graphs; single bar and compound bar graphs; line and broken-line graphs; line and broken-line graphs. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 20
10.4.3 Understand that data can be summarised in 11.4.3 Understand that data can be summarised and 12.4.3 Understand that data can be summarised and different ways by calculating and using appropriate compared in different ways by calculating, and using compared in different ways by calculating and using measures of central tendency and spread (distribution) to measures of central tendency and spread (distribution), for measures of central tendency and spread (distribution), make comparisons and draw conclusions, inclusive of the: more than one set of data inclusive of the: including: mean; mean; mean; median; median; median; mode; mode; mode; range. range; quartiles; (INTERPRETATION ONLY) . percentiles.(INTERPRETATION ONLY) 10.4.5 Work with simple notions of 11.4.5 Work with simple notions of 12.4.5 Work with simple notions of likelihood/probability in order to make sense of likelihood/probability in order to make sense of likelihood/probability in order to make sense of statements statements involving these notions statements involving these notions. involving these notions express probability values in terms of fractions, ratios and percentages. 10.4.6 Effectively communicate conclusions and 11.4.6 Demonstrate an awareness of how it is possible 12.4.6 Critique statistically-based arguments, describe predictions (using appropriate terminology such as trend, to use data in different ways to justify opposing the use and misuse of statistics in society, and make well- increase, decrease, constant, impossible, likely, fifty-fifty conclusions. justified recommendations. chance), that can be made from the analysis and representation of data. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 21
APPENDIX 2: ILLUSTRATION OF THE RELATIONSHIP BETWEEN MATHEMATICAL CONTENT AND CONTEXT The following example demonstrates the wide range of mathematical content that learners need to be able to draw on for a real-life context that can be used with a particular purpose - making sense of the Free Basic Water policy and/or municipal accounts. Mrs Maharaj’s and Mr Cele’s Mathematical Literacy classes Mrs Maharaj’s mathematical literacy class is exploring the Free Basic Water policy announced by President Mbeki in 2002 to establish who benefits the most from this policy - the poor or the wealthy. Mr Cele’s class is trying to understand a household utilities account. Both classes might work with municipal water tariffs and in particular compare the tariffs of two different municipalities. The classes could both engage in the following sequence of activities: First, they might, calculate the costs for a range of different consumptions in each municipality based on the published tariffs for those municipalities. Then, they might, tabulate these values and draw graphs based on their tables of values. The graphs could reveal (by intersecting) that up to a certain consumption the one municipality’s tariffs are lower than the other municipality’s but beyond that point they are higher. To determine the consumption for which the two municipalities’ tariffs are the same the class might either develop equations to determine the costs for the two municipalities and solve these simultaneously or explore the break-even point through numerical methods. Based on the tables of values, the graphs and/or the solutions of the equations, these classes will be able to answer questions of interest to them regarding the Free Basic Water policy and/or their own utility bills. As Mathematical Literacy develops competencies through the interplay of content and context, the mathematical content of the lesson(s) needs to be made explicit. That is, Mrs Maharaj’s and Mr Cele’s learners should realise that they: used formulae to determine rates; tabulated data; plotted points on a graph; developed and solved equations; etc. In particular, these learners should realise that the graphs were linear functions each defined for different intervals (piece-wise linear functions). Learners should be made aware of the characteristics of linear functions as they appear in context. By making the underlying mathematical content explicit, Mrs Maharaj and Mr Cele ensure that when learners come across this mathematics in another context — say the time taken to travel different distances by train — they can draw on their earlier experience with the content (linear functions) to solve the new problem. The example shows a problem firmly rooted in a context — a very real and meaningful context. It also illustrates how certain mathematical content is needed to make sense of the context and solve the problem. By using mathematical content learners solve a context-based problem and develop competencies. In this example learners develop the ability to evaluate policy and make predictions about its implementation based on the interpretation of their findings. SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 22
APPENDIX 3: DESCRIPTION OF THE LEVELS IN THE MATHEMATICAL LITERACY ASSESSMENT TAXONOMY Level 1: Knowing Tasks at the knowing level of the Mathematical Literacy taxonomy require learners to: • Calculate using the basic operations including: o algorithms for +, -, ×, and ÷; o appropriate rounding of numbers; o estimation; o calculating a percentage of a given amount; and o measurement. • Know and use appropriate vocabulary such as equation, formula, bar graph, pie chart, Cartesian plane, table of values, mean, median and mode. • Know and use formulae such as the area of a rectangle, a triangle and a circle where each of the required dimensions is readily available. • Read information directly from a table (e.g. the time that bus number 1234 departs from the terminal). In the Responsible use of paracetamol example, questions 1.1 and 1.2 are at the knowing level of the taxonomy. Question 1.1 requires the learner to determine the relationship between body weight and dosage of paracetamol from the information given at the start of the task and to use this relationship to determine the dosage for children whose weight is given. The task requires the use of a basic operation (multiplication) and all the information is given. Question 1.2 requires the learner to use the same information and operation as in question 1.1 to complete a table of values. Level 2: Applying routine procedures in familiar contexts Tasks at the applying routine procedures in familiar contexts level of the Mathematical Literacy taxonomy require learners to: • Perform well-known procedures in familiar contexts. Learners know what procedure is required from the way the problem is posed. All of the information required to solve the problem is immediately available to the student. • Solve equations by means of trial and improvement or algebraic processes. • Draw data graphs for provided data. • Draw algebraic graphs for given equations. • Measure dimensions such as length, weight and time using appropriate measuring instruments sensitive to levels of accuracy. In the Responsible use of paracetamol example, questions 1.3 and 1.4 are at the applying routine procedures in familiar contexts level of the taxonomy. Question 1.3 requires the learner to describe the relationship between input and output values in a table of data by means of an equation. Since the relationship is linear and learners from Grade 9 upwards should be familiar with this SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005 23
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